In|Vest Insights

Advisor tech is now ground zero in the battle plans of the industry’s giants as they look to deploy integrated, bundled systems to capture more mind- and wallet-share of independent advisors.

Why can’t your RIA operations be as beautifully integrated as the functions on your mobile?

Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.

After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.

As digital wealth platforms turn to serve advisors, the trend will help those who are ready to enhance their practices with technological tools.

While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.

One bank executive says "the beauty of the digital wealth management platform is that it can be offered at a very low cost."

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.